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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,969 | $75,962+34.2% | $154,108-33.8% | $64,173+58.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.29% | 30.32%-36.6pp | 735.21%-741.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,138 | $3,350-6.3% | $5,298-40.8% | $2,381+31.8% |
| Participant deferral / active EE | $8,944 | $3,175+181.7% | $5,081+76.0% | $3,470+157.8% |
| Admin fee / account holder | $3,896 | $5,589-30.3% | $13,411-70.9% | $4,887-20.3% |